Finding existing e-mail rules

You can create a query to find all e-mail rules in a HCL Compass environment and to create an archive list of your e-mail rules.

Procedure

To create a query that finds existing e-mail rules:
  1. In the HCL Compass Client, create a folder in Public Queries called Email Rules. Right-click the Public Queries folder, select New Folder, and enter the name the new folder as Email Rules.
  2. Click Query > New Query.
  3. Select Email_Rule as the record type and click OK.
  4. In the Choose Query window, click Next without specifying a query.
  5. In the "Define how the query displays" window, select a few fields such as Name, record_type, and Is_Active_Rule. When the query is run, these fields are displayed to help you distinguish between the existing e-mail rules. Click Next.
  6. In the "Select fields to use as query filters" window, click Next without filtering the query.
  7. In the Define query filters window, click Run. A list of existing e-mail rules is displayed.
  8. Click File > Save and name the new query All Email Rules. Click OK.
  9. The name of the new query is in your Personal Queries folder. Drag the new query to the Email Rules folder. When you want to find all e-mail rules in your environment, double-click the All Email Rules query in your Email Rules folder.